Relationship Banker - Royersford Branch

Truist Financial Corporation; Bristol Township (Bucks County); On-site; USD 35,000 - 55,000; Full time

Job summary

A leading financial services firm is seeking a Client Service Representative to deliver exceptional client experiences and drive relationship growth. Responsibilities include managing client requests, promoting financial products, and providing consultative support. Ideal candidates will possess strong sales and interpersonal skills, with at least two years of relevant experience.

Benefits

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid vacation

Sick days

Holidays

Qualifications

• At least 2 years of client sales and service experience.
• Proficiency in basic computer applications.
• Must be SAFE compliant within 30 days of employment.

Responsibilities

• Handles routine client maintenance requests and resolves issues.
• Contributes to client service and sales targets.
• Conducts consultative conversations and refers complex needs.

Skills

Interpersonal skills

Communication skills

Sales skills

Client relationship building

Multi-tasking

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Basic computer applications

Job description

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Grade: 104

Job Description: Responsible for providing an industry-leading client service experience both in person and on the phone. Develops and expands new and existing client relationships, offering financial solutions tailored to client needs through consultative conversations. Refers clients to other business partners for additional growth opportunities. Supports teller transactions as needed.

Essential Duties and Responsibilities:

1. Handles routine client maintenance requests, resolves problems, and performs advanced sales functions related to deposit, credit, and other product lines.
2. Contributes to meeting or exceeding client service and sales targets by promoting products and services, focusing on relationship development, expansion, and retention.
3. Supports the sales process by conducting consultative conversations and referring complex needs to specialists.
4. Participates in all components of the Truist Retail Community Bank Leadership Routines.
5. Enhances sales techniques and product knowledge through ongoing training and meetings.
6. Advises clients on consumer lending options and processes loan applications.
7. Adheres to internal controls, operational procedures, and risk management policies, staying updated on policy changes.
8. Provides a consistent client service experience through courteous interactions, assisting with transactions, and guiding clients within the branch.

Qualifications:

Required:

• High school diploma or equivalent
• At least 2 years of client sales and service experience
• Experience in sourcing and building client relationships
• Excellent interpersonal and communication skills
• Proficiency in basic computer applications
• Must be SAFE compliant within 30 days of employment
• Ability to multi-task and work flexible hours including weekends and travel as needed

Preferred:

• Associate’s degree or higher
• Ability to handle multiple priorities efficiently
• Strong verbal and written communication skills
• Experience in selling deposit, credit, and retirement products
• Proven sales performance
• Knowledge of bank operations and policies

Benefits: Eligible employees working 20+ hours/week receive benefits including medical, dental, vision, life insurance, disability, 401(k), paid vacation, sick days, and holidays. Additional benefits may include pension plans, stock units, and deferred compensation, depending on the position and division. For more details, visit our Benefits site.